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Willingness to recommend

CashCalc

Value for money

4.08/5

Support

3.9/5

Integrations

3.72/5

Based on 50 reviews

No matter what you wish to achieve, we have the tools for you. From cashflow planning to client onboarding and the best integrations around, we can help streamline your financial planning process and add immediate value for your clients.

“Two-thirds of clients prefer to complete a digital fact find from home”

Increase client engagement and become way more efficient in the process with our client onboarding tools. Simply start by sending your clients a digital fact-find and discover how many hours you can save.

“Leading provider of cashflow planning in the UK”

Whether you’re new to cashflow planning or an avid user, you’ll be able to create detailed cashflow plans for your clients with ease. And when you create a cashflow plan for your client, you’ll immediately understand why so many advisers do.

“Best Technology Provider in the UK”

We understand what you want from your cashflow planning tool. That’s why thousands of advisers across the UK use CashCalc and the reason why we have won Best Technology Provider in the UK for two consecutive years.

NextWealth view

"Built by the people who actually do this job”, say advisers in support of this cash flow modeling tool launched by practicing IFA, Ray Adams. Among the 80% of advisers that use cash flow modelling, 30% use CashCalc followed closely by Voyant (28%). CashCalc gets good reviews from its users. Among the 117 financial planners that rated CashCalc in our most recent survey, CashCalc got an average score of 7.8 out of 10 for willingness to recommend to colleagues. CashCalc users are more likely than average to be independent and work for an appointed rep firm with between 2 to 10 employees.

Assets under influence:Funds Under Calculation (FUCs): £121 billion

Integrations

3.72/5

Based on 50 reviews

Cash Management

Client Portal

Other

Platform

Practice Management System

Research

Suitability Profiling

No integrations available for Cash Management

Advicefront

CashCalc – Data Capture

Expert Pensions

Money Alive

Transact

Creative Technologies (Enable)

CURO (Time4Advice)

Intelligent Office (Intelliflo)

Plum Software (Praemium)

Xplan (Iress)

No integrations available for Research

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for CashCalc

5/5

Willingness to recommend

4/5

Integrations

5/5

Value for money

5/5

Service

I'm on the old pricing so its very cheap to me.

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

User friendly

AnonymousMarch 2020

5/5

Willingness to recommend

4/5

Integrations

5/5

Value for money

4/5

Service

excellent and can do loads of things

AnonymousMarch 2020

4/5

Willingness to recommend

2/5

Integrations

4/5

Value for money

4/5

Service

Good tool with decent outputs

AnonymousMarch 2020

5/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

4/5

Service

Covers most situations

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

Their software is the most intuitive out there and is great to use.

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

"Decent system

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

4/5

Value for money

2/5

Service

Could do with more support

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

It seems to work ok

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

4/5

Value for money

5/5

Service

very good and comprehensive and simple

AnonymousMarch 2020

4/5

Willingness to recommend

3/5

Integrations

4/5

Value for money

3/5

Service

I am likely to recommend if asked

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

"seems ok

AnonymousMarch 2020

5/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

very happy with product

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

4/5

Service

New to the software

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

4/5

Value for money

4/5

Service

Only just started using it

AnonymousMarch 2020

4/5

Willingness to recommend

3/5

Integrations

4/5

Value for money

4/5

Service

Value for money

AnonymousMarch 2020

5/5

Willingness to recommend

4/5

Integrations

5/5

Value for money

4/5

Service

"Simple

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

Does everything I want

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

good ok system

AnonymousMarch 2020

4/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

works

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

Quite basic - ease of use is good. decumulation could be improved

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

It does what is needed to gain an outcome to assist with the advice

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

easy to use offers good options and ability to look at different scenarios

AnonymousMarch 2020

4/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

No comment left by user

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

Good system

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

4/5

Service

No comment left by user

AnonymousMarch 2020

3/5

Willingness to recommend

2/5

Integrations

3/5

Value for money

2/5

Service

insufficient knowledge of use

AnonymousMarch 2020

4/5

Willingness to recommend

3/5

Integrations

4/5

Value for money

2/5

Service

"Simple and intuitive to use

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

No comment left by user

AnonymousMarch 2020

1/5

Willingness to recommend

1/5

Integrations

1/5

Value for money

1/5

Service

Too Ponsy....!!

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

no problems

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

"We have only just started using it

AnonymousMarch 2020

3/5

Willingness to recommend

2/5

Integrations

3/5

Value for money

4/5

Service

it's okay - does the job

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

Easy to use and understand

AnonymousMarch 2020

5/5

Willingness to recommend

3/5

Integrations

5/5

Value for money

5/5

Service

"Inputting the client data at outset is a relatively quick process as it is very simple to follow the tabs and enter the information. We have also found it useful for a number of other applications such as Tax Calculations. Most importantly

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

works well in our business

AnonymousMarch 2020

4/5

Willingness to recommend

4/5

Integrations

4/5

Value for money

4/5

Service

simple and easy to understand

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

Very easy to use and innovative

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

I'm not convinced about the value of CFM

AnonymousMarch 2020

5/5

Willingness to recommend

3/5

Integrations

4/5

Value for money

4/5

Service

Does the job well at fair value

AnonymousMarch 2020

5/5

Willingness to recommend

4/5

Integrations

5/5

Value for money

4/5

Service

Good value. Enough for most

AnonymousMarch 2020

4/5

Willingness to recommend

2/5

Integrations

4/5

Value for money

4/5

Service

Low cost and easy to use

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

4/5

Value for money

4/5

Service

It does the job efficiently

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

Cost effective and straight-forward - easy to use for basic cash-flow planning.

AnonymousMarch 2020

3/5

Willingness to recommend

3/5

Integrations

5/5

Value for money

3/5

Service

A very basic cash modelling tool.

AnonymousMarch 2020

4/5

Willingness to recommend

3/5

Integrations

3/5

Value for money

3/5

Service

No comment left by user

AnonymousMarch 2020

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

4/5

Service

Does what it should from IFA perspective and simpler for clients to understand

AnonymousMarch 2020

5/5

Willingness to recommend

4/5

Integrations

5/5

Value for money

5/5

Service

No comment left by user

AnonymousDecember 2019

5/5

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

Simple to use, clients really engage with it when used face to face with them in meetings